James Bratcher is a financial advisor with Financial Management Advisors, Inc. in Tullahoma, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at Financial Management Advisors since 2004 and previously at Securities Service Network, Inc. Outside of his advisory role, Mr. Bratcher is the managing member of TN Cannabis Company, LLC, which cultivates and processes cannabis products within Tennessee legal limits, and serves as president of the Tullahoma Sports Council, a nonprofit focused on promoting sports and recreation in the local area. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients, offering both active and dynamic investment strategies that include mutual funds, ETFs, and tactical reallocation based on technical analysis.

Jennifer English is a Series 65-licensed advisor at Ashdon Investment Management, LLC with nine years of industry experience. She has been with Ashdon since 2002, working as part of a four-advisor team. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations, providing separate-account portfolio management, investment consulting, and family office services. The firm emphasizes diversified portfolios based on fundamental analysis and modern portfolio theory, with a notable focus on managing predominantly non-discretionary assets.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Cameron Ray is a financial advisor with Beam Wealth Advisors, Inc. in Tullahoma, TN, holding a PFS™ designation and Series 66 license, with 25 years of industry experience. He has worked at Beam Wealth Advisors since 2013 and previously at Securities America Inc and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is a CPA and partner at Ray & Gregory PC, a CPA firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services to offer coordinated financial and tax planning.

Genesis Botello is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.

Hayden Proffitt is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and two years of industry experience. Prior to joining McCay Wealth Advisory in 2023, he worked at the Hospital Corporation of America and LBMC. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and provides educational seminars and workshops, which is uncommon among peer firms.

Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.

Mark Witaschek is a financial advisor at Aurelius Family Office, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aurelius since 2021, following a 13-year tenure at McLean Asset Management Corporation. Aurelius Family Office provides discretionary wealth management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using modern portfolio theory combined with factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services for retirement plans.

Brent McCay is a financial advisor with McCay Wealth Advisory LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Wells Fargo Advisors from 2011 to 2017 before joining McCay Wealth Advisory in 2017. Outside of advising, he is a notary public. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and offers educational seminars and workshops, which is uncommon among similar team firms.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bankpak and the Viola Pizza Company. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, and offers educational seminars and workshops that are uncommon among similar teams.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.

John Rogers Jr. is a financial advisor at Laffer Tengler Investments, Inc. in Manchester, TN, holding a Series 65 designation with 21 years of industry experience. He has worked at Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and offers actively managed equity income ETFs alongside model portfolios and account management services.

Emily McCay is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 designation with eight years of industry experience. She has been with McCay Wealth Advisory since 2013. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client-specific factors and offers educational seminars and workshops, which distinguishes it among similar team-based advisory firms.

Michael Byrom is a financial advisor with Commonwealth Financial Network in Tullahoma, TN, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial for 14 years before joining Commonwealth and ProVision Financial in 2024. Outside of advising, he is an author of a book on biblical stewardship and serves as a ministry speaker. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

Aaron Carmack is a financial advisor with Edward Jones in Tullahoma, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Carmack serves as President of the Tullahoma Fine Arts Center board, assisting with fundraising and event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of advisors. The firm offers a range of investment strategies and operates under a fiduciary standard.

April Hansert is a Series 66-registered financial advisor with Raymond James Financial, bringing nine years of industry experience. She has worked at Highland Rim Wealth Management and SmartBank, where she also holds an operations management role. Outside of her advisory work, she is an independent consultant for Mary Kay, serving a small circle of friends and family. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to support tailored client strategies.

Jonathan Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Outside of advisory work, he serves as a volunteer board member for the Metro Moore County Utility Department in Lynchburg, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Jennifer Feldhaus is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is president of Feldhaus Investor Services and maintains her CPA license through her accounting practice, Jenni Feldhaus CPA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

Joshua Wells is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services, Inc. and Ascend Federal Credit Union. Wells is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Williams Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as a location pastor at People's Church of Shelbyville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Scott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2009. Jones also operates a separate business under the name Scott Jones Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team and a large network of investment adviser representatives.

Wayne Cavender Jr. is a CFP® professional with 25 years of industry experience, currently serving clients at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Shelbyville, TN. Outside of his advisory role, he owns and maintains a commercial rental property in Shelbyville. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Duane Conklin is a financial advisor with Edward Jones in Manchester, TN, holding Series 63 and Series 66 designations and 25 years of industry experience. He worked at Integrity Funds Distributor, Inc. for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Kristin Breyette is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at US Bank, Suntrust Bank, and Huntington National Bank. Breyette has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a network of around 23,701 financial advisors.

Tyler Lewis is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise and First Horizon National Corporation. Outside of finance, he operates TRI-LAKES BASS BOAT RENTALS, LLC, a boat rental business in Winchester, TN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Jeffrey Jackson is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Heritage Wealth Management and Next Financial Group Inc. Outside of his advisory work, he is the owner of Hangarcraft LLC, a home-based business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with a broad product platform.

Rebecca Carter is a financial advisor with Raymond James Financial Services, Inc. in Shelbyville, Tennessee, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked in hospitality management and was a full-time student in 2019. She is also an associate at Feldhaus Investor Services, where she works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, combining firm research and asset-allocation tools to develop tailored recommendations.

Randall Harris is a CFP® and ChFC® with 39 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked with Cuna Mutual Group and Cuna Brokerage Services, Inc. Harris is also a licensed notary and an agent for Blue Cross Blue Shield insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Christopher Cravens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is the CEO and President of Coffee Financial Inc., a support company based in Manchester, Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

Tanna Heathcott is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Tullahoma, TN. She has been with Edward Jones since 2017 and has prior experience at Plexus Worldwide, Lowe's Home Improvement, and various roles at the University of Tennessee at Martin. Outside of financial advising, she has involvement with Plexus Worldwide in a health and wellness ambassador capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in advisory services.

David Henley is a Series 66-licensed advisor at Cambridge Investment Research Advisors with seven years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2019 and previously worked at Chem-Trend L.P. outside the financial sector. Henley is a co-owner of A&O Financial Services and owns Henley Sales and Consulting, LLC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing model portfolios, third-party strategists, and multiple account platforms.

Daniel Wunderlich is a Series 66-registered financial advisor with UBS Financial Services in Manchester, TN, bringing 18 years of industry experience. He previously worked at Merrill from 2011 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Jaggers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Manchester, TN, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has been with Raymond James since 2010 and previously worked at Coffee Financial Advisors. Outside of his advisory role, he manages tax and cost responsibilities for an online ecommerce business owned by his wife. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation and firm research to develop tailored financial plans and recommendations.

Melissa Bass is a financial advisor with LPL Financial in Winchester, Tennessee, holding Series 63 and Series 65 licenses and has two years of industry experience. She has also served as a Senior Financial Services Officer and notary at Ascend Federal Credit Union since 2013. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Williams III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Zoning Appeals for the City of Shelbyville, acts as Senior Warden for the Episcopal Church of Redeemer, and is a reserve deputy with the Bedford County Sheriff's Office. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining advisor-managed accounts with firm-sponsored model portfolios and multiple program structures.

Christian Cavender is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role since 2014, he serves as a Branch Chief and leads an intelligence analysis team in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and emphasizes fiduciary standards in its services.

Trevor Denney is a financial advisor with Edward Jones in Manchester, TN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following roles at Traders Bank, TEKSystems, and the University of Tennessee at Chattanooga. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Brewer is a CFP® with Edward Jones in Tullahoma, TN, where he has worked since 2021. He has four years of experience in the financial industry and previously spent 21 years at Nissan North America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Thor Melson is a financial advisor with Edward Jones in Tullahoma, Tennessee, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Edward Jones since 2018 and spent 12 years prior at Protective Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jonas Harmond is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Monty Hatcher is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Tullahoma, TN. He has held roles at SmartBank Investment Services since 2018 and has been with Raymond James Financial Services Advisors Inc. and related entities since 2014. In addition to his advisory work, he serves as Vice President and Program Executive for Wealth and Investments at SmartBank Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, leveraging firm research and a broad affiliate network to support tailored financial strategies.

Tony Wooten is a financial advisor with LPL Financial in Shelbyville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Rosalie Henley Crownover is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to her advisory role, she has operated Bush Insurance Agency as an independent insurance agent since 1975. Crownover is also the Vice President of the Manchester Kiwanis Club. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Jennifer Dougherty is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones in various roles since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.